Integrate Bigin by Zoho CRM with Zoho Contracts
Send information between Bigin by Zoho CRM and Zoho Contracts automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Contracts using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call updated
Triggers when any detail of an existing call is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company updated
Triggers when any detail of an existing company is updated
Event created
Triggers when a new event is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Pipeline record created
Triggers when a new pipeline record is created
Company created
Triggers when a new company is created
Event updated
Triggers when any detail of an existing event is updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Contact created or updated
Triggers when a new contact is created or updated
User added
Triggers when a new user is added
Note added
Triggers when a new note is added
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Contact updated
Triggers when any detail of an existing contact is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Task created
Triggers when a new task is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Product updated
Triggers when any detail of an existing product is updated
Counterparty created
Triggers when a new counterparty is created
Contract created
Triggers when a new contract is created
Contract status updated
Triggers when a contract status is updated
Obligation created
Triggers when an obligation is created in a contract
Counterparty contact created
Triggers when a new counterparty contact is created
Obligation status updated
Triggers when an obligation status is updated
Contract state moved to active
Triggers when the state of the contract is moved to active
Contract signed
Triggers when a contract is signed
Overdue obligation
Triggers when an obligation is overdue
Contract expired
Triggers when a contract is expired
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Create or update contact
Creates a new contact or updates the details of an existing contact
Create user
Creates a new user
Create or update product
Creates a new product or updates the details of an existing product
Remove tag from record
Removes an existing tag from the specified record
Create tag
Creates a new tag in the selected module
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Send email
Sends an email to the specified contact
Create event
Creates a new event
Create task
Creates a new task
Create or update company
Creates a new company or updates the details of the company if it already exists
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Update event
Updates the details of an existing event
Update task
Updates the details of an existing task
Update user
Updates the existing user
Update pipeline record
Updates the details of an existing pipeline record
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update contact
Updates the details of an existing contact
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by name or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Create contract
Creates a new contract
Create counterparty contact
Creates a new counterparty contact
Create counterparty
Creates a new counterparty
Create obligation
Creates a new obligation in the specified contract
Transfer contract ownership
Transfers ownership of an existing contract
Update counterparty
Updates the details of an existing counterparty
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API name
What is Bigin by Zoho CRM?
Similar apps
What is Zoho Contracts?
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
